nVerses Capital’s Broadridge BR Stock Holding History

nVerses Capital’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-700	Closed	-$151K	–	123
2024 Q3	$151K	Buy	+700	New	+$146K	0.07%	393
2024 Q2	–	Sell	-100	Closed	-$20.5K	–	1006
2024 Q1	$20.5K	Buy	+100	New	+$20.2K	0.05%	398

Other funds holding BR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

nVerses Capital's BR Position: Q4 2024 in Review

nVerses Capital sold out of Broadridge (BR) in Q4 2024, closing a stake of 700 shares — an estimated $151K sold.

nVerses Capital first reported a position in BR in Q1 2024 and held it in 2 quarters. The position peaked at $151K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold BR as of Q4 2024.

nVerses Capital reported no remaining Broadridge position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 700 Broadridge shares in Q4 2024, an estimated $151K.
nVerses Capital first reported a position in Broadridge in Q1 2024 and held it in 2 quarters.
nVerses Capital's Broadridge position peaked at $151K in Q3 2024.
1,051 funds tracked by Wall St. Rank held Broadridge as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.